Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVERCORE WEALTH MANAGEMENT LLC 02-14-2024 12-31-2023 743 5,964,089,979
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $358,521,221 1,862,158 0.01 0.01 -39,374 -2.07 12-31-2023
MICROSOFT CORP COM 2 $342,347,796 910,403 0.01 0.01 -20,898 -2.24 12-31-2023
BLACKSTONE INC COM 3 $208,401,991 1,591,827 0.00 0.00 -50,292 -3.06 12-31-2023
MASTERCARD INCORPORATED CL A 4 $192,180,715 450,589 0.00 0.00 -4,326 -0.95 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6